Column Capital Advisors’s Lockheed Martin LMT Stock Holding History

Column Capital Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$88.3K	Sell	216 -29	-12%	-$12.9K	0.01%	244
2023 Q2	$113K	Hold	245	–	–	0.02%	204
2023 Q1	$116K	Buy	245 +99	+68%	+$46.4K	0.02%	201
2022 Q4	$71K	Buy	146 +6	+4%	+$2.79K	0.01%	251
2022 Q3	$54K	Hold	140	–	–	0.01%	262
2022 Q2	$60K	Buy	140 +46	+49%	+$20.2K	0.01%	252
2022 Q1	$41K	Sell	94 -2	-2%	-$811	0.01%	315
2021 Q4	$34K	Buy	96 +2	+2%	+$692	0.01%	350
2021 Q3	$32K	Hold	94	–	–	0.01%	330
2021 Q2	$36K	Hold	94	–	–	0.01%	320
2021 Q1	$35K	Sell	94 -110	-54%	-$37.7K	0.01%	312
2020 Q4	$72K	Sell	204 -127	-38%	-$46.7K	0.02%	218
2020 Q3	$127K	Buy	331 +92	+38%	+$35.1K	0.04%	133
2020 Q2	$87K	Sell	239 -34	-12%	-$12.8K	0.03%	167
2020 Q1	$93K	Sell	273 -8	-3%	-$3.15K	0.04%	131
2019 Q4	$109K	Buy	+281	New	+$108K	0.06%	138

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Column Capital Advisors's LMT Position: Q3 2023 in Review

Column Capital Advisors reduced its Lockheed Martin (LMT) stake by 12% in Q3 2023, selling an estimated $12.9K and leaving 216 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #244.

Column Capital Advisors first reported a position in LMT in Q4 2019 and has held it in 16 quarters since. The position peaked at $127K in Q3 2020. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

Column Capital Advisors held 216 shares of Lockheed Martin worth $88.3K as of Q3 2023.
Column Capital Advisors sold 29 Lockheed Martin shares in Q3 2023, an estimated $12.9K.
Lockheed Martin made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #244 holding.
Column Capital Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Lockheed Martin position peaked at $127K in Q3 2020.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.